LumaTax

Financial Software · California, United States · 11-50 Employees

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Overview

Headquarters

8799 Balboa Ave Ste 280, San Diego, Cali...

Phone Number

(858) 430-6455

Revenue

<$5 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
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ZI Rank
1
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About LumaTax

Headquartered in San Diego, Calif., LumaTax is developing the future of state and local compliance tools for accounting firms. Founded by Robert Schulte, a former senior tax auditor for the State of California, the company provides a unique, comprehensive set of solutions for firms delivering SALT advisory services to their clients, ensuring profitably and scalability for the practice area in the process.Explore more
LumaTax's Social MediaPopular SearchesLumatax IncLumataxLuma Tax IncLumaTax... AsSIC Code 73,737NAICS Code 51,513Show more

LumaTax Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LumaTax

<$5M
11-50
Private
$7M
2016
PH
Patrick HandelHead of Product
$6.4M
11-50
Private
<$5M
1995
$6.3M
11-50
Private
<$5M
1999
BB
Bryan BigbeeManager, Support
$5.9M
11-50
Private
-
2013
AT
Alex TateManager, Customer Success
$5.4M
11-50
Private
-
2014
AA
Anthony AquinoExecutive Vice President
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
1999
TB
Tim BrosseauManager, Ehr Solutions
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

LumaTax is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

LumaTax is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about LumaTax.

LumaTax financials insights

Gather financial insights about LumaTax, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2016

Unspecified

$2M

2018

Private Equity

$3M

2020

Other Financing Round

$2M

See All LumaTax's Financials Insights

LumaTax Tech Stack

Most Recent Scoops

Mergers & Acquisitions (M&A)
Mergers & Acquisitions (M&A)
Mergers & Acquisitions
Funding
, a tax regulation compliance platform, has secured $2 million in funding. Backers included KPMG, Madrona Venture Group, Cowboy Ventures, Greycroft, and Vulcan Capital.
Funding
Funding
See more scoops

LumaTax News & Media

  • Taxually Acquires LumaTax

    Taxually, a Budapest, Hungary-based cloud-native VAT software provider, acquired Califonia-based sales and use tax (SUT) automation company LumaTax. The amount of the deal was not disclosed. The acquisition will enable Taxually to accelerate growth globally across both Enterprise and E-commerce segments and to further expand its indirect tax product suite. By acquiring LumaTax, Taxually is […] The post Taxually Acquires LumaTax appeared first on FinSMEs.
  • Sales tax compliance and audit startup LumaTax raises $4M

    New funding: LumaTax landed $4 million in new funding led by Trilogy Equity Partners. The 4-year-old startup that spun out of Seattle’s Pioneer Square Labs initially targeted small businesses to automate their sales tax reporting process. But over the past year the company has landed dozens of top CPA firms as customers, said CEO Robert Schulte, who was previously a senior tax auditor for the State of California. The firms use LumaTax to advise their
  • Global tax and audit firm KPMG takes minority interest in startup LumaTax in $2M funding round

    KPMG, the global tax, audit and advisory firm, has taken a minority interest in LumaTax, the startup that spun out of Seattle’s Pioneer Square Labs four years ago with its technology for reimagining sales tax compliance and audits. KPMG joins the $2 million funding round alongside existing LumaTax investors Madrona Venture Group, Cowboy Ventures, Greycroft and Vulcan Capital. “We are excited to have a global brand like KPMG join as an investor and partner,” said
Read more news

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Frequently Asked Questions Regarding LumaTax

What is LumaTax's official website?
LumaTax's official website is www.lumatax.com
What is LumaTax's Revenue?
LumaTax's revenue is <$5 Million
What is LumaTax's SIC code?
LumaTax's SIC: 73,737
What is LumaTax's NAICS code?
LumaTax's NAICS: 51,513
How many employees does LumaTax have?
LumaTax has 11-50 employees
What industry does LumaTax belong to?
LumaTax is in the industry of: Financial Software, Software
What is LumaTax competition?
LumaTax top competitors include: EMRFinder, Patient Account Services, TotalMD, HealthTec Software
What companies has LumaTax acquired?
LumaTax has acquired the companies: LumaTax
What technology does LumaTax use?
Some of the popular technologies that LumaTax uses are: Starfield Technologies, Amazon Web Hosting, Amazon Route 53, Google Workspace
How do I contact LumaTax?
LumaTax contact info: Phone number: (858) 430-6455 Website: www.lumatax.com
What does LumaTax do?

Headquartered in San Diego, Calif., LumaTax is developing the future of state and local compliance tools for accounting firms. Founded by Robert Schulte, a former senior tax auditor for the State of California, the company provides a unique, comprehensive set of solutions for firms delivering SALT advisory services to their clients, ensuring profit... ably and scalability for the practice area in the process.Read More

What are LumaTax social media links?
LumaTax Linkedin page LumaTax Twitter page LumaTax Facebook page
Who invested in LumaTax?
LumaTax has 8 investors including Greycroft Partners, Cowboy Ventures, Greycroft Partners and Madrona Venture Group.
Is LumaTax a public company?
LumaTax is private company therefore does not currently have an official ticker symbol
See more information about LumaTax

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